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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-29 |
| TX | RA | APPROVED_RES | 2024-08-29 |
Branch Locations
12531 High Bluff Dr Ste 400, San Diego, CA 92130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Diego | CA | 06/2009 | 08/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 08/2024 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
RENTAL PROPERTY - 381; INV RELATED;ENCINITAS,CA; RENTAL INCOME;100% OWNERSHIP; START DATE: 02/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-20 |
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